The Case for Fewer AI Startups, Not More
I think the AI startup count is too high, not too low. In 2026, the problem is no longer a…
AI Agent Industry Digest: Week of May 25, 2026
This week’s AI agent industry digest tracks a tight cluster of moves across model labs, agent products, and infrastructure: Anthropic…
AI Features PM Questions: 10 Every Product Manager Asks
Product managers shipping AI features face a different operating model than traditional software launches: quality is probabilistic, latency can swing…
LLM Evaluation Strategy 2026 — A Decision Tree for Builders
Teams rarely fail at LLM evaluation because they lack metrics; they fail because they pick the wrong evaluation mode for…
LLM Training Glossary 2026: 20 Terms Every Builder Should Know
This glossary defines 20 core terms that show up repeatedly in modern LLM training and fine-tuning workflows: from pre-training, tokenization,…
The AI Agent Funding Wave 2023-2026: Every $100M+ Round Mapped
A chronological map of the AI agent funding wave from 2023 through 2026, tracking publicly reported $100M+ rounds and major…
AI Agent Consolidation: Why Most Startups Will Merge by 2028
I think most AI agent startups will not remain independent companies by 2028. My argument is not that demand for…
Apple Foundation Models: What Shipped vs Teased
Apple introduced its Foundation Models stack under the Apple Intelligence banner, combining on-device models with a larger server-side system running…
The AI Bubble Argument Gets Half the Story Wrong
I think the AI bubble argument is directionally right about one thing and badly wrong about another. The right part…
